Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,297 | $150,447-86.5% | $136,298-85.1% | $147,586-86.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,140 | $5,256-78.3% | $4,696-75.7% | $4,876-76.6% |
| Participant deferral / active EE | $3,375 | $6,631-49.1% | $6,247-46.0% | $5,439-38.0% |
| Admin fee / account holder | $214 | $10,906-98.0% | $9,244-97.7% | $10,886-98.0% |